Best Practices: Protecting Your Identity

Written by:  Davis Barry   In this digital age, when so much banking and shopping is done online, it is more important than ever to safeguard your personal information and protect your identity. Below are some best practices that, at a minimum, every consumer should...

Market Commentary for November 11, 2016

We wanted to reach out to clients and friends of JoycePayne Partners following Tuesday’s presidential election. While we were surprised by Trump’s win (which we viewed as having a low probability but not impossible), we think that the election will only have a...

Podcast Review: Planet Money

Written by:  Conor Clark   When a co-worker recently inquired about the financial media sources that I would recommend to JPP’s clients, my mind immediately turned to podcasts. For the uninitiated, a podcast, as defined by Merriam-Webster, is “a program...

Michael Joyce’s Brexit Commentary

Written by Michael Joyce, CFA, CFP We woke up to the news that the Brexit campaign was successful and that Britain has voted to leave the European Union.  This news was somewhat unexpected and markets have reacted rather strongly to the uncertainty brought on by the...

Year-End Tax Strategies and Requirements

It’s that time of year again – time for holiday shopping, family gatherings, festive cheer and resolution-making! While tax planning may not be on the top of your holiday to-do list, consider a few simple year-end tax-saving strategies and ensure you’ve complied...